MIG

McGuire Investment Group Portfolio holdings

AUM $783M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$673M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.45M
3
+$3.87M
4
HON icon
Honeywell
HON
+$1.85M
5
RKLB icon
Rocket Lab Corp
RKLB
+$1.61M

Top Sells

1
+$5.55M
2
+$2.76M
3
+$1.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$972K
5
PLTR icon
Palantir
PLTR
+$431K

Sector Composition

1 Technology 32.64%
2 Healthcare 14.21%
3 Financials 9.64%
4 Industrials 7.44%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.43T
$42.3M 6.28%
390,092
+1,288
BIL icon
2
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$32.1M 4.77%
349,651
+59,489
USFR icon
3
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$32M 4.75%
634,813
+108,187
AAPL icon
4
Apple
AAPL
$3.67T
$25.5M 3.79%
114,703
-177
QCOM icon
5
Qualcomm
QCOM
$177B
$23.1M 3.43%
150,426
+413
AMD icon
6
Advanced Micro Devices
AMD
$381B
$22.6M 3.36%
219,914
+1,510
CBOE icon
7
Cboe Global Markets
CBOE
$24.7B
$21.6M 3.21%
95,324
+515
SYK icon
8
Stryker
SYK
$141B
$21.5M 3.19%
57,713
+632
LRCX icon
9
Lam Research
LRCX
$180B
$21.4M 3.18%
294,481
-7
COST icon
10
Costco
COST
$410B
$18.6M 2.76%
19,641
-66
MSFT icon
11
Microsoft
MSFT
$3.8T
$18M 2.67%
47,920
-320
AMAT icon
12
Applied Materials
AMAT
$181B
$17.8M 2.65%
122,929
+480
PLTR icon
13
Palantir
PLTR
$423B
$17.5M 2.6%
207,639
-5,103
ADI icon
14
Analog Devices
ADI
$119B
$17.3M 2.56%
85,578
+1,354
TMO icon
15
Thermo Fisher Scientific
TMO
$203B
$16.5M 2.45%
33,177
+745
MEDP icon
16
Medpace
MEDP
$14.6B
$13.6M 2.02%
44,663
-2
WMT icon
17
Walmart
WMT
$849B
$13.6M 2.02%
154,646
+2,360
ISRG icon
18
Intuitive Surgical
ISRG
$156B
$11.6M 1.73%
23,446
+6
CME icon
19
CME Group
CME
$94.6B
$11.4M 1.7%
43,119
+303
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$10.9M 1.62%
104,044
+2,353
ITW icon
21
Illinois Tool Works
ITW
$72B
$10.7M 1.59%
43,249
+593
XSW icon
22
SPDR S&P Software & Services ETF
XSW
$475M
$10.6M 1.57%
66,129
+221
SCHW icon
23
Charles Schwab
SCHW
$170B
$10.4M 1.54%
132,803
+210
BLK icon
24
Blackrock
BLK
$181B
$10.3M 1.53%
10,867
+55
AMZN icon
25
Amazon
AMZN
$2.29T
$9.89M 1.47%
51,974
+564
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